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Smallwood Wealth Investment Management’s Moderna MRNA Stock Holding History

Smallwood Wealth Investment Management’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.87K Hold
41
– – ﹤0.01% 391
2026
Q1 		$2.08K Hold
41
– – ﹤0.01% 408
2025
Q4 		$1.21K Hold
41
– – ﹤0.01% 417
2025
Q3 		$1.06K Hold
41
– – ﹤0.01% 433
2025
Q2 		$1.13K Hold
41
– – ﹤0.01% 444
2025
Q1 		$1.16K Buy
+41
New +$1.46K ﹤0.01% 417

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Smallwood Wealth Investment Management's MRNA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Moderna (MRNA) position steady in Q2 2026 at 41 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Smallwood Wealth Investment Management first reported a position in MRNA in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Smallwood Wealth Investment Management held 41 shares of Moderna worth $2.87K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #391 holding.
  • Smallwood Wealth Investment Management first reported a position in Moderna in Q1 2025 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.